Reports and Dashboards Archives - gettectonic.com
advanced analytics
18Mar

Maximizing Sales Performance with Salesforce Sales Analytics

Salesforce, a leading CRM platform, provides powerful sales analytics tools that empower businesses to make data-driven decisions, boost productivity, and drive revenue growth. This guide highlights the importance of Salesforce Sales Analytics, its key features, and how to leverage them to optimize your sales team’s performance. Key Features of Salesforce Sales Analytics 1. Reports and Dashboards Salesforce’s reporting capabilities enable users to create custom dashboards and reports for real-time insights into lead conversion, sales performance, and other critical metrics. These visual tools help businesses track trends and make informed decisions effortlessly. 2. Einstein Analytics Powered by AI and machine learning, Einstein Analytics offers: 3. Sales Cloud Analytics Sales Cloud Analytics helps businesses: 4. Forecasting Tools Salesforce’s AI-powered forecasting tools provide accurate revenue projections by analyzing: How Different Teams Benefit from Sales Analytics ✅ Executives – Gain a high-level view of sales, service, and pipeline performance with real-time dashboards highlighting key business metrics. ✅ Sales Managers – Monitor team performance, track quota attainment, analyze pipeline changes, and optimize sales cycles to accelerate deal closures. ✅ Sales Representatives – Get insights into personal sales performance, pipeline activities, and quota attainment, allowing for quicker decision-making and identification of new business opportunities. ✅ Operations Teams – Analyze sales performance by customer, region, and source to optimize negotiation strategies and business development efforts. Setting Up the Salesforce Sales Analytics App 1. Launch Analytics Studio Navigate to Analytics Studio via the Sales Home page and click on the Apps button. 2. Search for Sales Analytics If the Sales Analytics App does not appear by default, use the search bar to locate it. 3. Access the Default Dashboard The default dashboard provides key metrics, including: 4. Customize Widgets Modify data representation by selecting the Edit button and customizing widgets to align with your business needs. 5. Adjust Goal Widgets Update goal widgets to match your sales targets and business objectives. 6. Explore Additional Dashboards Salesforce offers role-specific dashboards for Sales Managers, Executives, and other stakeholders to gain tailored insights. 7. Utilize the Lens Feature for Visualizations Leverage Lens to create object-specific visualizations, such as opportunities by time, stage, owner, and more. Conclusion Integrating Salesforce Sales Analytics with Tableau CRM creates a comprehensive Business Intelligence (BI) solution. However, businesses looking for a simpler or more cost-effective alternative may consider exporting Salesforce data into third-party analytics platforms for additional flexibility and ease of use. By leveraging Salesforce Sales Analytics, businesses can enhance forecasting, improve decision-making, and drive sales performance with real-time insights. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 18, 2025in Data0 Comments
Transforming Fundraising for Nonprofits
05Mar

Salesforce Personalization for Fundraising

The Power of Personalization in Fundraising with Salesforce Successful fundraisers have long recognized that personalization in communicaation drives stronger donor relationships and inspires far greater generosity. However, achieving meaningful engagement at scale has traditionally been a time-intensive challenge. Salesforce, the world’s leading CRM, is transforming nonprofit fundraising by seamlessly integrating donor data with cutting-edge artificial intelligence. This powerful combination enables organizations to build deeper connections with donors through hyper-personalized interactions. How Salesforce is Revolutionizing Donor Engagement: Scalable Solutions for Every Nonprofit Salesforce is built to support organizations of all sizes, from small grassroots initiatives to large national institutions. As your objectives evolve, Salesforce’s flexible platform scales with you, ensuring you always have the right tools to achieve your fundraising goals. Now is the perfect time to leverage Salesforce’s power to enhance personalized giving. Getting Started with Salesforce Advancing Your Salesforce Strategy By leveraging Salesforce’s powerful tools and automation, nonprofits can enhance personalization, drive engagement, and build lasting donor relationships—all while streamlining operations and maximizing fundraising success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 5, 2025in Artificial Intelligence, Data, Salesforce, Salesforce Personalization0 Comments
dynamic filters in reports
24Nov

Dynamic Filters in Salesforce Reports

Revolutionizing Salesforce Reports with Winter ’25Have you explored the Dynamic Filters in reports introduced in the Winter ’25 release? Gone are the days of creating separate reports every time you need a slightly different view. With Dynamic Filters, you can modify your report filters on the fly—no more starting from scratch! ✅ Save Hours of time.✅ Get tailored insights instantly.✅ Perfect for those “I need this data, but sliced differently” moments in meetings. This feature supercharges your reports with unmatched flexibility and efficiency. It’s a game-changer for Salesforce teams, leaving many wondering, “Why didn’t we have this sooner?” Understanding Dynamic Reports in Salesforce Dynamic reports allow users to adjust filter criteria in real time while running the report, eliminating the need for fixed filter values. With filters like “current user,” “current month,” or “my opportunities,” these reports adapt based on who is running them or the context, providing more relevant insights. Key Features: How to Create Dynamic Reports in Salesforce Here’s how you can set up a dynamic report step by step: Dynamic Dashboards in Salesforce A dynamic dashboard displays data tailored to the specific user viewing it, unlike standard dashboards, which show static data for a specific user or report owner. Benefits of Dynamic Dashboards: How to Create a Dynamic Dashboard Conclusion Dynamic Filters and Dashboards in Salesforce are powerful tools to streamline reporting and boost efficiency. By eliminating the need for static reports and dashboards, they allow for real-time adjustments and personalized data views, making your analytics more actionable and user-friendly. Want to level up your Salesforce reporting game? Dive deeper into the guides for creating dashboards, advanced filters, and leveraging analytics to maximize your Salesforce potential. Whether you’re an admin or a sales leader, these tools will transform how you approach data insights. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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November 24, 2024in Data, Salesforce
Tectonic Salesforce Customization
07Nov

Salesforce Customization Requests

The Most Commonly Requested Salesforce Customizations Salesforce’s flexibility is one of its biggest strengths, allowing businesses to tailor the platform to meet their unique needs. Here are the most frequently requested types of customizations: 1. Declarative Customization Make adjustments using Salesforce’s built-in tools—no coding required. Examples: Ideal For:Businesses looking for straightforward changes to enhance usability without requiring programming expertise. 2. Integration Customization Connect Salesforce with third-party systems to streamline workflows and centralize data. Examples: Benefits:Boost operational efficiency by enabling seamless communication between systems. 3. Custom Code Development Go beyond standard functionality with tailored solutions using Apex, Visualforce, or Lightning Web Components. Examples: Best For:Organizations with advanced or highly specific requirements that declarative tools can’t fulfill. 4. User Interface (UI) Customization Adapt the look and feel of Salesforce to improve user experience and align with your brand. Examples: Goal:Create an intuitive, visually appealing interface that boosts productivity and user adoption. 5. Workflow Automation Save time by automating repetitive tasks and processes. Examples: Impact:Streamline operations, reduce manual workloads, and improve efficiency. 6. Reporting and Analytics Customization Provide actionable insights with tailored reports and dashboards. Examples: Advantage:Empower teams to make data-driven decisions with clear, relevant insights. 7. Mobile Optimization Ensure a seamless Salesforce experience for users on mobile devices. Examples: Purpose:Keep teams connected and productive, regardless of location. Conclusion Salesforce customization goes beyond CRM—it transforms the platform into a tailored solution that aligns with your unique business processes. Whether you’re looking for simple adjustments or advanced integrations, these customizations unlock Salesforce’s full potential to drive operational success. Ready to Get Started?Discover how our Salesforce customization services can help tailor the platform to your specific needs. Let’s work together to maximize your investment and achieve your business goals! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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November 7, 2024in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Optimization
Salesforce and Stripe Integration
19Oct

Salesforce and Stripe Integration

Processing weekly payments can often become time-consuming, with organizations spending significant time just tracking payments post-invoice. Timely updates on payment processing have been a longstanding priority, particularly for companies needing flexible payment options to meet beneficiary needs. The integration of Stripe with Salesforce addresses these challenges, offering a streamlined, efficient solution. Salesforce and Stripe Integration. With a focus on faster processing, this integration enhances payment management, invoicing, and financial oversight. Here’s an overview of the benefits that Stripe and Salesforce integration brings to businesses. Key Benefits of Integrating Stripe with Salesforce Modern businesses demand efficient, seamless transactions. Here are some of the major advantages of combining Stripe and Salesforce: Why Businesses Should Consider Salesforce and Stripe Integration Having implemented this integration for various clients, we have seen how it supports efficient operations. Here are a few reasons why businesses should consider this approach: Simplify Payments with Salesforce and Stripe Integration The Stripe and Salesforce integration represents a transformative opportunity for businesses to improve operational efficiency and customer experience. Beyond a simple tool pairing, this integration paves the way for scalable, complex business operations. Successful integration, however, requires knowledgeable professionals who understand the nuances of customization to fit each organization’s unique needs. Reach out to experienced experts to optimize your integration and harness its full potential. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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October 19, 2024in Data, Marketing Automation, Salesforce Communications Cloud, Salesforce Optimization
Tableau Einstein is Here
22Sep

Tableau Einstein is Here

Tableau Einstein marks a new chapter for Tableau, transforming the analytics experience by moving beyond traditional reports and dashboards to deliver insights directly within the flow of a user’s work. This new AI-powered analytics platform blends existing Tableau and Salesforce capabilities with innovative features designed to revolutionize how users engage with data. The platform is built around four key areas: autonomous insight delivery through AI, AI-assisted development of a semantic layer, real-time data access, and a marketplace for data and AI products, allowing customers to personalize their Tableau experience. Some features, like Tableau Pulse and Tableau Agent, which provide autonomous insights, are already available. Additional tools, such as Tableau Semantics and a marketplace for AI products, are expected to launch in 2025. Access to Tableau Einstein is provided through a Tableau+ subscription, though pricing details remain private. Since being acquired by Salesforce in 2019, Tableau has shifted its focus toward AI, following the trend of many analytics vendors. In February, Tableau introduced Tableau Pulse, a generative AI-powered tool that delivers insights in natural language. In July, it also rolled out Tableau Agent, an AI assistant to help users prepare and analyze data. With AI at its core, Tableau Einstein reflects deeper integration between Tableau and Salesforce. David Menninger, an analyst at Ventana Research, commented that these new capabilities represent a meaningful step toward true integration between the two platforms. Donald Farmer, founder of TreeHive Strategy, agrees, highlighting that while the robustness of Tableau Einstein’s AI capabilities compared to its competitors remains to be seen, the platform offers more than just incremental add-ons. “It’s an impressive release,” he remarked. A Paradigm Shift in Analytics A significant aspect of Tableau Einstein is its agentic nature, where AI-powered agents deliver insights autonomously, without user prompts. Traditionally, users queried data and analyzed reports to derive insights. Tableau Einstein changes this model by proactively providing insights within the workflow, eliminating the need for users to formulate specific queries. The concept of autonomous insights, represented by tools like Tableau Pulse and Agentforce for Tableau, allows businesses to build autonomous agents that deliver actionable data. This aligns with the broader trend in analytics, where the market is shifting toward agentic AI and away from dashboard reliance. Menninger noted, “The market is moving toward agentic AI and analytics, where agents, not dashboards, drive decisions. Agents can act on data rather than waiting for users to interpret it.” Farmer echoed this sentiment, stating that the integration of AI within Tableau is intuitive and seamless, offering a significantly improved analytics experience. He specifically pointed out Tableau Pulse’s elegant design and the integration of Agentforce AI, which feels deeply integrated rather than a superficial add-on. Core Features and Capabilities One of the most anticipated features of Tableau Einstein is Tableau Semantics, a semantic layer designed to enhance AI models by enabling organizations to define and structure their data consistently. Expected to be generally available by February 2025, Tableau Semantics will allow enterprises to manage metrics, data dimensions, and relationships across datasets with the help of AI. Pre-built metrics for Salesforce data will also be available, along with AI-driven tools to simplify semantic layer management. Tableau is not the first to offer a semantic layer—vendors like MicroStrategy and Looker have similar features—but the infusion of AI sets Tableau’s approach apart. According to Tableau’s chief product officer, Southard Jones, AI makes Tableau’s semantic layer more agile and user-friendly compared to older, labor-intensive systems. Real-time data integration is another key component of Tableau Einstein, made possible through Salesforce’s Data Cloud. This integration enables Tableau users to securely access and combine structured and unstructured data from hundreds of sources without manual intervention. Unstructured data, such as text and images, is critical for comprehensive AI training, and Data Cloud allows enterprises to use it alongside structured data efficiently. Additionally, Tableau Einstein will feature a marketplace launching in mid-2025, which will allow users to build a composable infrastructure. Through APIs, users will be able to personalize their Tableau environment, share AI assets, and collaborate across departments more effectively. Looking Forward As Tableau continues to build on its AI-driven platform, Menninger and Farmer agree that the vendor’s move toward agentic AI is a smart evolution. While Tableau’s current capabilities are competitive, Menninger noted that the platform doesn’t necessarily set Tableau apart from competitors like Qlik, MicroStrategy, or Microsoft Fabric. However, the tight integration with Salesforce and the focus on agentic AI may provide Tableau with a short-term advantage in the fast-changing analytics landscape. Farmer added that Tableau Einstein’s autonomous insight generation feels like a significant leap forward for the platform. “Tableau has done great work in creating an agentic experience that feels, for the first time, like the real deal,” he said. Looking ahead, Tableau’s roadmap includes a continued focus on agentic AI, with the goal of providing each user with their own personal analyst. “It’s not just about productivity,” said Jones. “It’s about changing the value of what can be delivered.” Menninger concluded that Tableau’s shift away from dashboards is a reflection of where business intelligence is headed. “Dashboards, like data warehouses, don’t solve problems on their own. What matters is what you do with the information,” he said. “Tableau’s push toward agentic analytics and collaborative decision-making is the right move for its users and the market as a whole.” Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 22, 2024in Data, Enterprise, Generative AI, Salesforce
Collaborative Business Intelligence
20Sep

Collaborative Business Intelligence

Collaborative Business Intelligence: Connecting Data and Teams In today’s data-driven world, the ability to interact with business intelligence (BI) tools is essential for making informed decisions. Collaborative business intelligence (BI), also known as social BI, allows users to engage with their organization’s data and communicate with data experts through the same platforms where they already collaborate. While self-service BI empowers users to generate insights, understanding the data’s context is critical to avoid misunderstandings that can derail decision-making. Collaborative BI integrates BI tools with collaboration platforms to bridge the gap between data analysis and communication, reducing the risks of misinterpretation. Traditional Business Intelligence Traditional BI involves the use of technology to analyze data and present insights clearly. Before BI platforms became widespread, data scientists and statisticians handled data analysis, making it challenging for non-technical professionals to digest the insights. BI evolved to automate visualizations, such as charts and dashboards, making data more accessible to business users. Previously, BI reports were typically available only to high-level executives. However, modern self-service BI tools democratize access, enabling more users—regardless of technical expertise—to create reports and visualize data, fostering better decision-making across the organization. The Emergence of Collaborative BI Collaborative BI is a growing trend, combining BI applications with collaboration tools. This approach allows users to work together synchronously or asynchronously within a shared platform, making it easier to discuss data reports in real time or leave comments for others to review. Whether it’s through Slack, Microsoft Teams, or social media apps, users can receive and discuss BI insights within their usual communication channels. This seamless integration of BI and collaboration tools offers a competitive edge, simplifying the process of sharing knowledge and clarifying data without switching between applications. Key Benefits of Collaborative Business Intelligence Leading Collaborative BI Platforms Here’s a look at some of the top collaborative BI platforms driving innovation in the market: Conclusion Collaborative BI empowers organizations by improving decision-making, democratizing data access, optimizing data quality, and ensuring data security. By integrating BI tools with collaboration platforms, businesses can streamline their operations, foster a culture of data-driven decision-making, and enhance overall efficiency. Choosing the right platform is key to maximizing the benefits of collaborative BI. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 20, 2024in Data, Google, Salesforce, Technology
Winter 25 Release Notes
20Aug

Winter 25 Release Notes

The Winter ’25 release is available through the pre-release program. On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. Set Up Your Pay Now Store Quickly and Easily Use the streamlined automated setup to get your Pay Now store up and running effortlessly. The guided process walks you through each step needed to configure your store. This feature is available in Salesforce Payments for Enterprise, Unlimited, and Developer editions. How to Set Up: Gain Insight into How User Permissions Are Granted Simplify user management with visibility into the profiles, permission sets, and permission set groups that grant permissions to a user. The User Access Summary now provides detailed information about a user’s assigned object, field, user, and custom permissions. Previously, identifying the source of a user’s permissions required multiple steps, but now you can access this information with just a few clicks. This change applies to Lightning Experience in all editions. How to Use: See How Object Access Is Granted in Object Manager Quickly view the permission sets, permission set groups, and profiles that grant access to an object, along with the level of access provided. The read-only Object Access Summary in Object Manager allows for quick checks during troubleshooting, reviews, or when deciding how to grant user access. This update is available in Lightning Experience across all editions. How to Access: Improve Performance for List Views on Custom and Standard Objects To enhance performance and meet the latest accessibility standards, list views for both custom and standard objects now render using Lightning Web Components (LWC) instead of Aura. LWC, Salesforce’s latest framework, delivers data faster and enables new features for list views. Previously, only custom object list views in sandboxes used LWC. This update applies to Lightning Experience in all editions. How to Use: Configure Record Highlights in Lightning App Builder Enhance your Lightning pages with the new Dynamic Highlights Panel, which lets you configure important fields directly within the Lightning App Builder. Previously, this was only possible through compact layouts in Setup. The Dynamic Highlights Panel can hold up to 12 fields and adjusts responsively to browser size. This feature is available in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Implement: Make Record Fields Stand Out with Conditional Formatting Highlight key information on record pages using conditional formatting in Lightning App Builder. On Dynamic Forms-enabled pages, you can assign custom icons and colors to fields based on defined criteria, such as field values or other conditions on the page. This feature is available on a rolling basis starting in early September 2024 for Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Use: Save Time with New Messaging Components for Enhanced Bots (Generally Available) Empower customers and save service agents’ time with the new messaging components for enhanced bots. These include authentication, custom, form, and payment messaging components, which can handle more complex use cases on enhanced Apple Messages for Business channels. The form component is also available for Messaging for In-App and Web. These updates apply to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions, with bot setup available only in Lightning Experience. How to Implement: Enhance Your LWR Site Experience by Curating Data Providers on a Page (Beta) Enhance LWR site pages by adding and configuring data providers in Experience Builder. This feature allows you to access data from different sources, such as Apex or Record data providers, directly within your site page and its components. This change is available in Professional, Enterprise, Unlimited, and Developer editions for LWR sites accessed through Lightning Experience. A community license is required to use this feature. How to Use: To configure data providers on an LWR Site page in Experience Builder: Enabling or Disabling Modernized Record Experience in Aura Sites You can now use upgraded record components based on Lightning web component technology to see stylistic changes in your Aura sites. These updates, previously limited to sandbox environments, are now available in production environments for the Create Record Form, Record Banner, and Record Detail components. This update is applicable to Aura sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. When you enable the Use Lightning web components on your record pages in Aura sites setting, the Create Record Form, Record Banner, and Record Detail components display minor style changes. Some key updates include: Daily Summary of Service Appointments Requiring Immediate Attention Boost dispatcher productivity by using Einstein Copilot Field Service actions to get a daily summary of service appointments needing immediate attention, such as those with rule violations, overlaps, SLA risks, or emergencies. Each category in the summary is converted into a filter in the appointment list for quick resolution. Customize the summary to include additional categories. This feature is available in Lightning Experience in the Einstein 1 Field Service Edition with the Field Service Managed Package installed. To use this feature: Assigning Opportunity Splits to Territories Sales teams can now assign opportunity splits and opportunity product splits to territories, enabling them to report on how territories contribute to overall sales. Previously, splits could only be associated with the parent opportunity’s territory. Now, teams can also forecast based on split amounts across territories. This update applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. To enable this feature: Strategic Planning with Account Plan Enhance your strategic planning with Account Plans by nurturing existing relationships and growing key accounts. Use Account Plans to research and analyze accounts, set objectives with actionable metrics, and monitor growth and development from a single repository within Salesforce. This feature applies to Lightning Experience in Enterprise, Performance, and Unlimited editions and in Einstein 1 Sales Edition. This feature will be rolled out to production environments after the Winter ’25 release and will be available to all customers by October 29, 2024. It is accessible in sandboxes only after its production release. To use Account Plans: Forecast Submissions Forecast submissions

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August 20, 2024in Generative AI, Snowflake, Unified Knowledge
Can We Customize Manufacturing Cloud For Our Business
19Jul

Can We Customize Manufacturing Cloud For Our Business?

Yes, Salesforce Manufacturing Cloud Can Be Customized to Meet Your Business Needs Salesforce Manufacturing Cloud is designed to be highly customizable, allowing manufacturing organizations to tailor it to their unique business requirements. Whether it’s adapting the platform to fit specific workflows, integrating with third-party systems, or enhancing reporting capabilities, Salesforce provides robust customization options to meet the specific needs of manufacturers. Here are key ways Salesforce Manufacturing Cloud can be customized: 1. Custom Data Models and Objects Salesforce allows you to create custom objects and fields to track data beyond the standard model. This flexibility enables businesses to manage unique production metrics or product configurations seamlessly within the platform. Customization Options: 2. Sales Agreement Customization Sales Agreements in Salesforce Manufacturing Cloud can be tailored to reflect your business’s specific contract terms and pricing models. You can adjust agreement structures, including the customization of terms, conditions, and rebate tracking. Customization Options: 3. Custom Workflows and Automation Salesforce offers tools like Flow Builder and Process Builder, allowing manufacturers to automate routine tasks and create custom workflows that streamline operations. Customization Options: 4. Integration with Third-Party Systems Salesforce Manufacturing Cloud can integrate seamlessly with ERP systems (like SAP or Oracle), inventory management platforms, and IoT devices to ensure a smooth data flow across departments. Integration Options: 5. Custom Reports and Dashboards With Salesforce’s robust reporting tools, you can create custom reports and dashboards that provide real-time insights into key performance indicators (KPIs) relevant to your manufacturing operations. Customization Options: 6. Custom User Interfaces Salesforce Lightning allows you to customize user interfaces to meet the needs of different roles within your organization, such as production managers or sales teams. This ensures users have quick access to relevant data. Customization Options: Conclusion Salesforce Manufacturing Cloud provides a wide range of customization options to suit the unique needs of your manufacturing business. Whether it’s adjusting data models, automating processes, or integrating with external systems, Manufacturing Cloud can be tailored to meet your operational goals. By leveraging these customizations, manufacturers can optimize their operations, improve data accuracy, and gain real-time insights to boost efficiency. If you need help customizing Salesforce Manufacturing Cloud, Service Cloud, or Sales Cloud for your business, our Salesforce Manufacturing Cloud Services team is here to assist. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 19, 2024in Data, Salesforce, Salesforce Einstein, Salesforce Manufacturing Cloud

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